Canopy Partners, Llc

Canopy Partners is a shared family office and SEC-registered investment advisor (RIA) dedicated to helping families of generational wealth grow, preserve, and transition to an exciting future. Operating at the intersection of estate strategy, tax and cash flow planning, and investment management, we don't just offer advice—we design and execute tailored solutions that align with each family's long-term goals. Our mission is to empower families to make confident, strategic decisions that preserve wealth and well-being across generations. We bring deep insight into the complexities and opportunities that come with significant family wealth—especially for business owners, CEOs, and families with established wealth. As an independent shred family office, Canopy delivers a personalized experience rooted in objectivity, discretion and care. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.